Turner International Core Growth Instl
1235 Westlakes Drive, Suite 350 Berwyn PA 19312
Map
Phone: 800-224-6312
| Category: | Foreign Large Growth | | Fund Family: | Turner Investment Partners | | Net Assets: | 2.40M | | Year-to-Date Return: | -50.71% | | Yield: | 0.28% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Jan-07 |
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Mark D. Turner
Lead Manager since
31-Jan-07 | | | Turner joined Turner in 1990. previously, he worked as vice president for First Maryland Asset Management from 1987 tp 198+. From 1985 to 1987 he worked at Merril Lynch Asset Management. From 1982 to 1987, he served with Wachovia Investment Management. Turner has 27 years of investment experience. Turner holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $100,000 | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $5,000 | | Min Subsequent Investment, IRA: | $5,000 | | Min Subsequent Investment, AIP: | $25,000 |
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| The investment seeks long-term total return. The fund invests 80% of net assets in common stocks and other equity securities of international non-US companies with market capitalizations greater than $2 billion. It generally invests in securities of issuers based in the countries represented in the World Growth, ex-US Index. |
| Last Dividend
(13-Dec-07):
| 0.02 | | Last Cap Gain
(13-Dec-07):
| 0.10 | | Annual Holdings Turnover
| 111.00% | | Average for Category:
| 81.27% |
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| Expense | TICGX | Category
Avg | | Total Expense Ratio: | 1.10%
| 1.54% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.44% | | Max Deferred Sales Load: | 0.00%
| 2.53% | | 3 Yr Expense Projection*: |
$1,082 | $730 | | 5 Yr Expense Projection*: |
$2,058 | $1,143 | | 10 Yr Expense Projection*: |
$4,529 | $2,227 |
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2.63% Nasdaq 0.00%
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